Msh Capital Advisors LLC Incresed Positions in Q1 2025

Msh Capital Advisors LLC

  • $323 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
YUM
Yum Brands Inc

Consumer Cyclical
4
+ 0.13%
$123.25 - $162.53 $493 - $650
3.08K $485M
VTV
Vanguard Value ETF

ETFs
13
+ 0.08%
$167.73 - $179.21 $2.18K - $2.33K
16.6K $2.87B
Innovate Corp
2.09K
+ 14.06%
N/A
16.9K $133M
EFG
Msci Eafe Growth ETF

ETFs
364
+ 5.34%
$96.1 - $106.37 $35K - $38.7K
7.18K $718M
Capital Grp Fixed Incm ETF T
1.93K
+ 15.43%
N/A
14.4K $379M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.25%
$890.62 - $1076.86 $3.56K - $4.31K
1.61K $1.52B
ENB
Enbridge Inc

Energy
450
+ 2.81%
$41.54 - $45.45 $18.7K - $20.5K
16.5K $731M
IQLT
Ishares Msci Intl Quality Fact

ETFs
396
+ 2.99%
$36.91 - $41.03 $14.6K - $16.2K
13.6K $541M
HRB
H&R Block Inc

Consumer Cyclical
230
+ 1.31%
$49.96 - $55.97 $11.5K - $12.9K
17.8K $976M
GE
General Electric CO

Industrials
2
+ 0.14%
$168.59 - $212.13 $337 - $424
1.45K $290M
IYW
Ishares Dj Us Tech ETF

ETFs
609
+ 27.73%
$140.44 - $166.79 $85.5K - $102K
2.81K $394M
WFC
Wells Fargo & Company

Financial Services
410
+ 7.08%
$66.78 - $81.42 $27.4K - $33.4K
6.2K $445M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
816
+ 20.52%
$53.6 - $58.97 $43.7K - $48.1K
4.79K $262M
CGGO
Capital Group Global Growth Eq

ETFs
1.69K
+ 10.93%
$28.33 - $30.84 $47.9K - $52.1K
17.1K $486M
PG
Procter & Gamble CO

Consumer Defensive
15
+ 0.15%
$158.56 - $176.26 $2.38K - $2.64K
10.3K $1.75B
CGDV
Capital Group Divid Value ETF

ETFs
383
+ 1.38%
$34.95 - $37.36 $13.4K - $14.3K
28.2K $1B
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
391
+ 0.19%
$7.89 - $8.07 $3.08K - $3.16K
201K $1.6B
STOT
Spdr Doubleline Short Duration

ETFs
172
+ 0.78%
$46.74 - $47.25 $8.04K - $8.13K
22.3K $1.06B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1.5K
+ 2.88%
$11.4 - $11.96 $17.1K - $17.9K
53.6K $618M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
945
+ 3.72%
$19.04 - $20.15 $18K - $19K
26.4K $502M
IWV
Ishares Russell 3000 ETF

ETFs
116
+ 6.1%
$313.1 - $349.83 $36.3K - $40.6K
2.02K $641M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
63
+ 0.51%
$78.12 - $83.7 $4.92K - $5.27K
12.3K $995M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
231
+ 7.56%
$96.93 - $109.51 $22.4K - $25.3K
3.29K $322M
IQV
Iqvia Holdings Inc.

Healthcare
246
+ 11.58%
$176.3 - $209.96 $43.4K - $51.7K
2.37K $418M
T Rowe Price ETF Inc
579
+ 2.79%
N/A
21.3K $688M
Capital Group Core Balanced
91
+ 0.54%
N/A
17K $527M
PGF
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.05%
$14.28 - $14.97 $71.4 - $74.9
10.9K $155M
CTSH
Cognizant Technology Solutions Corp

Technology
40
+ 0.27%
$75.32 - $90.7 $3.01K - $3.63K
14.9K $1.14B
PFF
Ishares Trust Ishares Pfd And

ETFs
110
+ 0.6%
$30.73 - $32.26 $3.38K - $3.55K
18.5K $568M
XLK
Technology Sector Spdr

ETFs
101
+ 7.93%
$206.38 - $242.18 $20.8K - $24.5K
1.37K $284M
USA
Liberty All Star Equity Fund

Financial Services
500
+ 1.18%
$6.41 - $7.32 $3.21K - $3.66K
42.8K $280M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.47K
+ 1.86%
$16.76 - $17.69 $24.6K - $26K
80.2K $1.34B
MDU
Mdu Resources Group Inc

Industrials
18
+ 0.11%
$16.45 - $18.61 $296 - $335
17.1K $289M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.19%
$423.19 - $506.29 $423 - $506
538 $240M
PFE
Pfizer Inc

Healthcare
485
+ 1.42%
$25.01 - $27.13 $12.1K - $13.2K
34.6K $876M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.02%
$120.29 - $134.6 $120 - $135
4.82K $587M
MRK
Merck & Co., Inc.

Healthcare
120
+ 1.85%
$83.01 - $101.02 $9.96K - $12.1K
6.6K $592M
GOOG
Alphabet Inc.

Communication Services
8
+ 0.42%
$156.06 - $207.71 $1.25K - $1.66K
1.91K $298M
BX
Blackstone Inc.

Financial Services
153
+ 5.04%
$136.53 - $186.74 $20.9K - $28.6K
3.19K $446M
LOW
Lowes Companies Inc

Consumer Cyclical
25
+ 0.35%
$222.66 - $268.42 $5.57K - $6.71K
7.17K $1.67B
STRA
Strategic Education, Inc.

Consumer Defensive
81
+ 0.73%
$79.14 - $103.46 $6.41K - $8.38K
11.2K $938M
VBR
Vanguard Small Cap Value ETF

ETFs
335
+ 2.39%
$183.02 - $207.75 $61.3K - $69.6K
14.4K $2.68B
AVGO
Broadcom Inc.

Technology
2
+ 0.08%
$167.43 - $244.7 $335 - $489
2.39K $399M
VBK
Vanguard Small Cap Growth ETF

ETFs
311
+ 3.03%
$247.97 - $296.33 $77.1K - $92.2K
10.6K $2.66B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.67K
+ 2.11%
$57.21 - $65.8 $95.8K - $110K
81.1K $4.73B
EMR
Emerson Electric CO

Industrials
176
+ 0.82%
$108.64 - $131.17 $19.1K - $23.1K
21.7K $2.38B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.52K
+ 2.74%
$92.45 - $106.69 $141K - $162K
57K $5.29B
TGT
Target Corp

Consumer Defensive
38
+ 0.32%
$103.65 - $142.5 $3.94K - $5.42K
12K $1.25B
TROW
Price T Rowe Group Inc

Financial Services
224
+ 1.12%
$91.57 - $116.93 $20.5K - $26.2K
20.2K $1.86B
Activity Summary
Buys All Purchases 111 New Holdings 11 Increased Positions 100 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Msh Capital Advisors LLC Portfolio

Follow Msh Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Msh Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Msh Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email